Unapologetic Affluence Strategy Call (For Powerhouse Consultants, Coaches, and Speakers)

Hey, hey! My name is Patrice Malloy aka the Affluent CFO™️, Master Tax Strategist, and money multiplier for Powerhouse Female Founders and Visionary CEOs. I’m excited to present you with an exclusive opportunity designed to transform your business finances swiftly and effectively. This strategy Session Will provide you with a quick win in just 60 minutes And Will also set the stage for ongoing financial success.

Exclusive 1-on-1 Financial Transformation Call

This Offer Is Curated To Make The Next 6 Months The Best 6 Months In Your Business in Just 60 Minutes!

Duration: 60 Minutes

Objective: Immediate financial impact and clarity

What You’ll Get:

1. Instant Financial Assessment




• Objective: Comprehensive review of your current financial health.


• Scope: We’ll delve deep into your financial statements, assess your cash flow, and identify strengths and weaknesses.


• Outcome: Receive tailored recommendations for the Profit First implementation, giving you a clear action plan to optimize your finances immediately.




2. Impact Assessment




• Objective: Understand the financial impact of your current practices and identify areas for improvement.


• Scope: We’ll evaluate the current state of your financial health and highlight quick wins to boost profitability.


• Outcome: Achieve clarity on the financial adjustments needed to drive immediate results.




3. Profit First Implementation Overview




• Objective: Introduce and customize the Profit First methodology for your business.


• Scope: I’ll walk you through setting up the necessary bank accounts for effective Profit First allocations, ensuring your finances are structured for success.


• Outcome: Leave the session with a clear, actionable plan to implement Profit First in your business right away.

Why This is a No-Brainer:

• Quick Wins: Experience a tangible financial transformation in just 60 minutes.


• Expert Guidance: Benefit from my 20+ years of experience in finance, ensuring you receive top-notch, actionable advice.


• Tailored Approach: Get personalized recommendations that align with your unique business needs.


• Immediate Impact: Walk away with a clear action plan that you can implement immediately to see results.

Additional Benefits:

• Recording of the Call: You’ll receive a recording of our session so you can revisit the insights and action steps whenever you need.


• Follow-Up Resources: I’ll provide additional resources to help you implement the strategies discussed during our call.

Ready for a Financial Revolution?

Who This Offer Is For:

• Ambitious Female CEOs: If you’re a powerhouse entrepreneur ready to elevate your financial game, this call is for you.


• Business Owners Seeking Clarity: If you’re overwhelmed by your financials and need expert guidance to get back on track, this is your solution.


• Entrepreneurs Committed to Growth: If you’re dedicated to scaling your business and want to implement proven strategies for financial success, you’ll benefit immensely from this session.

How to Book:

1. Schedule Your Session: book your 60-minute Profit First Financial Transformation Call at a time that suits you.


2. Prepare Your Financials: Have your financial statements, recent cash flow reports, and any relevant documents ready for our call.


3. Get Ready for Transformation: Be prepared to take notes and ask questions to make the most of our time together.

Please Note: This 1-on-1 Financial Transformation Call is designed for immediate financial impact and clarity. It does not include:

• Tax Preparation


• Tax Return Review and Amendment


• Strategic Tax Planning


• Fractional CFO Services


• Strategic Business Advisory and Consulting

For these comprehensive services, I offer extended programs tailored to your specific needs.

But wait, there’s more! This 60-minute session is just the beginning. For those who are serious about achieving sustainable financial growth, I offer an extended 6-month Profit First Implementation Service. This comprehensive program includes:

• Monthly Calls for 6 Months: Regular check-ins to ensure consistent progress and address challenges.


• Assistance with Opening Bank Accounts: Guidance in setting up accounts for structured financial management.


• Expense Audit: Identify areas for optimization and cost savings.


• Customized Allocation Plan: Develop a tailored Profit First allocation plan to ensure financial stability and growth.


• Profit & Tax Allocation Plan: Establish a consistent system for profit and tax fund allocation.


• Debt Paydown Plan: Create a strategic plan to address and pay down outstanding debts.

Take the first step towards your unapologetic affluence. Book your 60-minute Financial Transformation Call today and start your journey to mastering your money and living the legacy you desire.

To your unapologetic affluence.

My name is Patrice Malloy, The Affluent CFO, Master Tax Strategist, and Money Multiplier for badass WOC founders and CEOs. For over twenty years, I have thrived at the intersection of taxation, strategic investment and private banking, wealth management, and strategic advisory. Throughout my journey, I've had the privilege of working with the big 4 accounting firms, consulting within the federal government, and making my mark in fintech, banking, and corporate taxation. My efforts have consistently led to significant reductions in expenses and enhanced revenue growth, including a 300% increase in client relationships.

At JP Morgan Chase, as a Finance Project Manager, I led financial software application projects that saved $2 million annually. My time at Keurig Dr Pepper was equally transformative, where I managed finance projects that boosted efficiency and cut costs.

As the CEO and founder of Malloy Management Group, I'm dedicated to redefining financial leadership and empowering women of color to navigate the complexities of business finance. My mission is clear and unapologetic: I equip ambitious WOC entrepreneurs with the tools they need to expand their businesses, maximize profits, and build lasting financial legacies.

At Malloy Management Group, we curate strategic tax planning, bespoke CFO services, and transformative financial education tailored to the unique challenges WOC CEOs face in dynamic sectors such as advisories, consultancies and professional service practices. I can be seen on Forbes, Business Insider, Fox, CBS, USA Today, Ai News, Google News, and Digital Journal.